Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Signet Jewelers
SIG
|
+$185M |
| 2 |
Alexandria Real Estate Equities
ARE
|
+$136M |
| 3 |
Public Storage
PSA
|
+$133M |
| 4 |
SBA Communications
SBAC
|
+$99.5M |
| 5 |
Element Solutions
ESI
|
+$83.7M |
Top Sells
| 1 |
Williams Companies
WMB
|
+$220M |
| 2 |
Extra Space Storage
EXR
|
+$143M |
| 3 |
Vornado Realty Trust
VNO
|
+$141M |
| 4 |
Kinder Morgan
KMI
|
+$136M |
| 5 |
Charles Schwab
SCHW
|
+$101M |
Sector Composition
| 1 | Financials | 16.84% |
| 2 | Real Estate | 13.83% |
| 3 | Technology | 11.71% |
| 4 | Healthcare | 11.51% |
| 5 | Consumer Discretionary | 10.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Hilton Worldwide
HLT
$65.5B
| $3.11M | ﹤0.01% |
37,587
+24,958
| +198% | +$2.06M |
|
1577
LivePerson
LPSN
$92.7M
| $3.1M | ﹤0.01% |
316,252
-7,552
| -2% | -$74.1K |
|
1578
Koppers
KOP
$564M
| $3.09M | ﹤0.01% |
125,084
-1,907
| -2% | -$47.1K |
|
|
LDL
1579
DELISTED
Lydall, Inc.
LDL
| $3.06M | ﹤0.01% |
103,647
-3,683
| -3% | -$109K |
|
1580
Central Garden & Pet Class A
CENTA
$2.09B
| $3.04M | ﹤0.01% |
333,426
-10,138
| -3% | -$92.5K |
|
|
TUES
1581
DELISTED
Tuesday Morning Corp
TUES
| $3.04M | ﹤0.01% |
269,729
-1,783
| -0.7% | -$20.1K |
|
|
CDR
1582
DELISTED
Cedar Realty Trust, Inc
CDR
| $3.03M | ﹤0.01% |
71,674
+374
| +0.5% | +$15.8K |
|
1583
Tidewater
TDW
$2.93B
| $3.03M | ﹤0.01% |
4,126
-181
| -4% | -$133K |
|
1584
Enova International
ENVA
$2.93B
| $3M | ﹤0.01% |
160,822
-2,763
| -2% | -$51.6K |
|
|
XLRN
1585
DELISTED
Acceleron Pharma Inc.
XLRN
| $2.99M | ﹤0.01% |
94,400
+31,400
| +50% | +$994K |
|
|
AMRI
1586
DELISTED
Albany Molecular Research Inc
AMRI
| $2.98M | ﹤0.01% |
147,270
-219
| -0.1% | -$4.43K |
|
1587
GoDaddy
GDDY
$20.6B
| $2.98M | ﹤0.01% |
+105,585
| New | +$2.98M |
|
1588
Matrix Service
MTRX
$360M
| $2.98M | ﹤0.01% |
162,760
-2,747
| -2% | -$50.2K |
|
|
RJET
1589
DELISTED
REPUBLIC AWYS HLDGS INC
RJET
| $2.97M | ﹤0.01% |
322,970
+12,310
| +4% | +$113K |
|
1590
Supernus Pharmaceuticals
SUPN
$2.61B
| $2.96M | ﹤0.01% |
+174,571
| New | +$2.96M |
|
1591
Daktronics
DAKT
$1.1B
| $2.96M | ﹤0.01% |
249,316
-4,345
| -2% | -$51.5K |
|
1592
Rithm Capital
RITM
$6.64B
| $2.95M | ﹤0.01% |
193,433
+39,186
| +25% | +$597K |
|
1593
Anika Therapeutics
ANIK
$125M
| $2.94M | ﹤0.01% |
89,101
-2,925
| -3% | -$96.6K |
|
1594
UNIFI
UFI
$82.1M
| $2.93M | ﹤0.01% |
87,588
-1,432
| -2% | -$48K |
|
|
GNCA
1595
DELISTED
Genocea Biosciences, Inc.
GNCA
| $2.91M | ﹤0.01% |
26,491
+2,414
| +10% | +$265K |
|
|
WPP
1596
DELISTED
WAUSAU PAPER CORP.
WPP
| $2.9M | ﹤0.01% |
316,266
+6,108
| +2% | +$56.1K |
|
|
ISCA
1597
DELISTED
International Speedway Corp
ISCA
| $2.9M | ﹤0.01% |
79,104
+3,403
| +4% | +$125K |
|
1598
Mercury Systems
MRCY
$4.37B
| $2.9M | ﹤0.01% |
197,903
-3,117
| -2% | -$45.6K |
|
1599
OFG Bancorp
OFG
$1.97B
| $2.9M | ﹤0.01% |
271,513
-4,925
| -2% | -$52.5K |
|
|
LHCG
1600
DELISTED
LHC Group LLC
LHCG
| $2.89M | ﹤0.01% |
75,522
-601
| -0.8% | -$23K |
|